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Events that take place once in a lifetime present unique challenges for preparation. Many of us may never receive a financial windfall, but some of us will find ourselves in this situation once or twice …

A good advisor is vital whenever investments are involved. Knowing that an advisor hasn’t run afoul of securities regulators, or had significant complaints from clients, can provide peace of mind. As a private investor, this …

A typical defined contribution plan has a menu of investment options that’s sufficient to help participants accumulate savings over the course of their working lives. But options for generating post-work income tend to be leaner.

Millennials comprise one-third of the U.S. labor force, making them the single-largest generation at work today, according to Pew Research Center. But they don’t appear to be functioning as full-fledged members of the workforce just …

Define your financial goals. Make a plan to achieve them. Sounds simple, right? Without question, these are the two essential pillars of financial success, but they’re missing a key intermediate step that­—if neglected—makes it impossible …

Stock market selloffs and periods of heightened volatility tend to be unpleasant experiences for investors. The source of this distress stems from the uncertainty that investment losses introduce into our personal finances.

Establishing a private foundation can amplify your contributions to the causes important to you, while also providing control over how donations are made and used. A foundation can also secure your legacy and can be …

Retirement preparation tends to focus on asset accumulation and the income it can generate, so Social Security can be overlooked by successful savers because it doesn’t seem to fit neatly into this mindset.

Financial markets oscillate between periods of tranquility and turbulence, rising and receding asset prices. Our personal wealth tracks these movements, climbing much of the time and then stricken by periodic setbacks.

In many instances, benefits plans can serve as effective motivational tools for employees. Of course, improved engagement and satisfaction depends on workers being able to understand their options and determine which benefits will likely provide …